StockDriftsStockDriftsTop 50 Ss&h Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.7% | 132.9K | $30.4M | -0.58%(-771) | $31.09(+591.97%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 6.63% | 79.1K | $26.2M | -24.55%(-25.73K) | $147.35(+130.01%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.13% | 72.5K | $24.2M | +0.90%(+645) | $178.12(+93.60%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.76% | 44.3K | $22.7M | -0.91%(-405) | $336.35(+57.00%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 5.38% | 19.9K | $21.2M | -0.18%(-35) | $86.38(+1033.94%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 3.19% | 48.1K | $12.6M | +0.37%(+175) | $157.40(+82.02%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.03% | 48.0K | $12.0M | +0.44%(+210) | $149.27(+70.13%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.52% | 29.1K | $9.9M | +5.43%(+1.50K) | $161.08(+100.13%) | 2026-09-30 | |
| MRK | MERCK & CO INC | 2.49% | 67.4K | $9.8M | -0.30%(-200) | $86.06(+63.05%) | 2026-09-30 | |
| PG | PROCTER & GAMBLE CO | 2.3% | 62.3K | $9.1M | -1.68%(-1.06K) | $159.85(-0.95%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.94% | +68.25% | — | — | +58.35% |
| Top 20 Holdings Unweighted | +14.86% | +51.55% | — | — | +42.95% |
Ss&h Financial Advisors INC reports $394.23M in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.7%), JPM (6.6%) and AAPL (6.1%). The top 20 holdings account for 61.39% of reported assets. Its disclosed equity book has returned +68.25% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ss&h Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911735). View Ss&h Financial Advisors INC’s 13F filings on SEC